Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Capital Appreciation Fund Institutional Class Mutual fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $1.1M |
| 2 | DAYSPRING ACADEMY DAYSPRING ACADEMY 401(K) RETIREMENT PLAN | NEW PORT RICHEY FL | 121 | $3.0M | $2K |
